Three Body Capital

Weekend Reading #370 (opens in new tab)

This is the three-hundredth-and-seventieth weekly edition of our newsletter, Weekend Reading, sent out on Saturday 27th June 2026.To receive a copy each week directly into your inbox, .*****What we're thinking.This week's main event in the markets was MICRON. After suffering some major volatility this week, they reported earnings and absolutely blew away expectations both in terms of earnings and in terms of forward guidance. But the most interesting thing of all was the announcement of long ...

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